ASSET MANAGEMENT ASSISTANT
Manning(17 days ago)
About this role
An Asset Management Assistant supports the sales and services team by handling correspondence, managing administrative tasks, coordinating with different departments, and maintaining client and prospect information. The role involves collaborating with team members and ensuring smooth operations within the asset management division.
Required Skills
- Excel
- Word
- PowerPoint
- CRM
- Organizational Skills
- Time Management
- Communication
- Client Management
- Data Entry
About Manning
manning-napier.comWith an uncompromising focus on delivering investment and wealth management solutions, we strive to provide evolving, modern strategies that will enable people and organizations to achieve their financial goals.
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